DFX Intelligence

K••••••• G••••• M•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

K••••••• G••••• M•••••••

Advisor at P••••••••• W••••• A•••••••

FORT LAUDERDALE, FL

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Search this name across graphsid dfx:ria:7c24bdf4-66fd-1c78-4250-24a068f2725b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P••••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 25, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• W••••• A•••••••	Independent wealth	Mar 28, 2014	n/a	yes	FORT LAUDERDALE, FL	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 16, 2014	Aug 25, 2023	no	MASON, OH\|MIAMI, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	P••••••••• W••••• A•••••••	Aug 25, 2023	Mar 28, 2014	-3,437	Firm change after gap	Other
R••••••• A•••••••• I•••	V•••••• A•••••••• I•••	Jan 13, 2014	Mar 31, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:126529:FL:2023-08-25	Aug 25, 2023	Mar 28, 2014	MIAMI, FL	Firm change after gap

Relationships

Registered with (5)

→ P••••••••• W••••• A•••••••Registered adviserregistration: current employment
Mar 28, 2014 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 16, 2014 to Aug 25, 2023factForm ADV
→ R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 17, 2009 to Jan 13, 2014factForm ADV
→ V•••••• A•••••••• I•••

Dated events

Occurred
Aug 25, 2023
Advisor changed firm
K••••••• G••••• M••••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for P••••••••• W••••• A••••••• (registered 2014-03-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c24bdf4-66fd-1c78-4250-24a068f2725b
First observed: Jan 1, 2000
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.